We are looking for a CRM solution for our apple and windows computers internal network. The CRM should be best built with filemaker and be online available too. All data need to be available in a off- and online, synchronisation is needed.
Filemaker offers a range of already prepared modules, which can be combined.
The following parts are needed for our customized solution:
client management / client history
document support in the client history
email correspondence also need to be in the clients history
project management (tasks, who is in charge), project history
phone notes
serial email
campaign support
at least we need all common feature which you have also on sales force or iDeal CRM
are you familiar with Instant Web Publising from FMP? Is that what you want with the solution you are after? I can help you with the solution if you send me the fields you want to use in the CRM.